Research

A look back at 2015

2015 was an exciting year for GFC and for the financial markets in general.  We covered a number of topics including the following articles which proved to be especially relevant:

Tech fatigue:  As with any new Apple device, analysts were anticipating record sales and the possibility of the next iPhone type device.  However the smartwatch in general never seemed to catch on as widely as analysts had expected.  Apple hasn’t even released sales figures for the apple watch, and by some estimates only comprise %3 of the total iPhone user base.

Valley of the kings:  2015 turned out to be subdued in terms of IPOs, as tech companies looking to cash in on their sky high valuations had to take a second look at their prospects.  Theranos is an excellent example faltering after their blood tests came under the scrutiny of the FDA.  Others are scaling back their valuations as investors take a hard look at the reality of the marketplace and revenue potential.

Rally like its 1999:  Across the board the equities market was either flat or in the red for major indices.  As 2016 kicks off the markets have extended this decline well below the highs of the NASDAQ made in 2015.

Tesla’s numbers don’t add up:  Since our article was published Tesla stock has continued to fall.  Other bad news has come out as well, such as reports suggesting that two-thirds of Tesla Model S owners needed an entire new drivetrain by 60,000 miles.  Consumer reports also revised its original assessment of the Model S, highlighting a number of defects and fixes.  For its new Model X, Tesla came in on the lower end for its own estimated deliveries at 17,400 cars.

High aircraft utilization translates to robust on-line shipping:  As our data showed from our proprietary cargo utilization index, on-line holiday spending was robust while in store spending was stagnant.  Shippers experienced increased volumes from on-line purchases.

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